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September 10, 2009
BIM Design & Construction Requirements
Follow-up Seminar
www.indiana.edu/~uao/iubim.html
Two years ago Indiana University began the process of embracing the use of Building Information Modeling (BIM) Technologies for its facility design, construction and management needs. It believes the application of these principles will help sustain its place in the community, underscore its commitment to stewardship of public funds, enhance its commitment to sustainable design for the future and ensure it continues to provide the highest quality education opportunities for all.
Early this year, IU commissioned SHP Leading Design to develop “standards” for transitioning into a BIM environment. The objective was to create an approach for moving the institution and the marketplace from one set of delivery models to a new set that are built upon the foundation of BIM. This is the start of a process not the end. As BIM matures, so will the skills of those whose embrace its potential. This seminar is offered to help advance the application of these principles. Your feedback in support of IU’s objectives is encouraged and welcome.
Opening Comments
AgendaSection 1 - Opening Comments - Overview of Proceedings
Section 2 - Measuring Market Capabilities
BIM Proficiency Matrix (BPM)Measures the Present - Informs the Future
Section 3 - Recording Roles & Responsibilities - BIM Execution Plan (BEP)/ Integrated Project Delivery (IPD) Plan
Defines Project ParametersEstablishes Baseline for FeesEstablishes Team Performance ObjectivesEstablishes Contract Obligations
(+/- 1:00 PM to 1:20 PM)
(+/- 1:20 PM to 1:45 PM - Q&A to 2:00 PM)
(+/- 2:00 PM to 3:00 - Q&A to 3:10 PM)
Agenda
Goals and ObjectivesTechnology ApplicationsCost / Benefit ModelsContract Responsibilities
Section 4 - Collision Reporting / Concurrent As-Built Documentation
Section 5 Timing / Roll-out / Resources
Section 6 - Questions & Answers
(+/- 3:25 PM to 4:00 PM - Q&A to 4:15 PM
(+/- 4:15 PM to 4:30 PM)
(+/- 4:30 PM to 5:00 PM)
Break - (15 Min.)(+/- 3:10 PM to 3:25 PM)
Today’s Discussion
Information Sharing - Updates and Refinements to Proposed GuidelinesQ & A at the endThis is NOT a forum to debate Indiana University’s commitment to this transition. Questions not answered due to time will be documented and answered in a follow up communication and/or posted on IU website.This is the start of the transition process, not the end. Refinement and adjustment are inevitable.
IU is grateful for your attendance and interest and welcomes constructive feedback.
Please direct all questions through IU, specifically, Ms. Theresa Thompson, Director of In-House Projects / Spatial and Project Information [email protected]
Opening Comments
SHP Leading Design
108 years old – 135 employees – 3 Ohio officesFull Service Arch / Interiors - MEP with Full Revit Production all Disciplines - All Consultants$900,000,000M+ in completed work in Revit All disciplines - 150+ projects70 LEED AP’s on staff – USGBC national trainer – 1000+ trained as of 08/09Tenth year of Integrated Design and Construction Practice called 2enCompass
Ongoing FM Services Company inside SHP last five years - PointGuard
Consultant to Autodesk
Strategic Partner with Avatech
Opening Comments
www.shp.com
Economy / Environment / Technology Driving the Transition
Growing Trend of Consolidated Design Service methodologies
Design moving from Parts & Pieces to Holistic Virtual Analysis Platform
Convergence of Design, Construction and Facility Management Services
Growing demand / recognition of the value of Integrated Project Delivery (IPD) (Maximization of BIM demands Integrated Project Delivery (IPD))
The increasing performance objectives for LEED and sustainable practices and applications
Key Influences on Growth of BIMSection 1
GSA adoption of BIM requirements for all future work - recent BIM standards request
The Army Corps of Engineers
DOD,DOE,DOJ,NASA and others
The State of Wisconsin
The State of Texas
Major Commercial / Industrial players
Major Higher Education Institutions
USC
MIT Princeton and others.............
Industry Changing InitiativesSection 1
Benefits of Change:Capture Information Early / ThroughoutImproved Change ManagementBetter Construction DocumentsEnhanced As-Built AccuracyDatabase Links to IU FM / Campus ManagementSupport Research Compliance Tracking (NIH, CDC, EH&S, etc)Support Accreditation DocumentationDecrease Cost Of Managing Information / FacilitiesImproved Energy Conservation / Simulation
Establish Standards for Future
Goals & ObjectivesSection 1
Non-Negotiable Requirements
IU BIM Guidelines for Architects, Engineers and Contractors
COBIE data Inclusion in Model files - design and construction
REVIT model deliverable at completion of project - scope to be determined by BIM Execution Plan (BEP)
BEP and Integrated Project Delivery (IPD) Plans included in contract requirements
Use of ProjectDox
Clash Detection Verification / Design and Construction
As-built Record Documents: (all IU projects as of 10.01.09)
CAD /pdf as-builts & COBIE design data - A/E Consultants
Scanned .tif files from field markup set by Contractor
O&M Manuals / COBIE data - Contractors
Section 1
New work (+/-$5M) and any subsequent additions / renovations
Design-Bid-Build Contracts
Design-Build Contracts
Starting at Design (new construction & renovations)
Starting Construction (from Bid Award)
InitialApplications
Begin June 2009
Initiated +/- 30-day Industry Feedback - June 2009 - Mid-July 2009
Process Feedback Seminar September 10, 2009
Adopt / Publish BIM Requirements - October 2009
Goal - Full Transition by mid- 2011
Timing of Implementation
Section 1
BIM Transition Categories
WHO?
WHAT?
HOW?
WHO in the marketplace has the Skill Sets for BIM and at what level ?
What is each Team members role and responsibility in a project done in a BIM environment?
What techniques for promoting / effecting an integrated delivery method is the team employing?
Section 1
Pre-
Sele
ctPo
st-S
elec
t
Key Elements of IU BIM Standards
BIM Proficiency Matrix (BPM)BIM Execution Plan (BEP)Integrated Project Delivery (IPD) Process Plan
IU ProjectDox Required (Web Project Collaboration)
Clash Detection / Concurrent As-Built DocumentationIU BIM Guidelines
Section 1
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BIM Proficiency Matrix (BPM)The BIM Proficiency Matrix is used to assess the proficiency of a respondent’s skill at working in a BIM environment. It is one of many selection criteria for a given project.
Section 2Measuring Market Capabilities -
Pre-Selection
IU BIM Proficiency Matrix
Category
Number
Basic Model
Geometry A.1 Creation of A BIM
Execution Plan B.1 Space
Management Data C.1 Quantity Takeoffs D.1
Post Bid Model
Documentation
E.1 Geometrically
Correct Content F.1 Site Orientation G.1
Basic Model
Information
Export
(Discipline)
H.1
Point Achieved 0 Point Achieved 0 Point Achieved 0 Point Achieved 0 Point Achieved 0 Point Achieved 0 Point Achieved 0 Point Achieved 0
Design
Requirements A.2
Introduction of
Structural and
MEP Model
B.2 Asset
Management C.2 Object Scheduling D.2 Coordination
Modeling E.2 Manufacturer's
Specific F.2
Existing
Environment
Awareness
G.2 IPD Integration H.2
Point Achieved 0 Point Achieved 0 Point Achieved 0 Point Achieved 0 Point Achieved 0 Point Achieved 0 Point Achieved 0 Point Achieved 0
Design Side
Collision
Detection
A.3 Model Managers
Role Defined B.3
Manufacturer
Specific
Information
C.3 Material
Procurement D.3 Recapturing
Design Intent E.3 Design Intent F.3 Global Accuracy G.3 Interdisciplinary
Calculations H.3
Point Achieved 0 Point Achieved 0 Point Achieved 0 Point Achieved 0 Point Achieved 0 Point Achieved 0 Point Achieved 0 Point Achieved 0
Model Accuracy
Innovation A.4 IPD Methodology
Innovation B.4 FM Data
Innovation C.4 Construction
Innovation D.4 As-Built
Innovation E.4 Content
Innovation F.4 Location
Innovation G.4 Calculations
Innovation H.4
Point Achieved 0 Point Achieved 0 Point Achieved 0 Point Achieved 0 Point Achieved 0 Point Achieved 0 Point Achieved 0 Point Achieved 0
Points Achieved BIM Maturity Score BIM Standard
C- FM Data Richness
00G - Location Awareness
0
0
0
0
0
0
0
D - Construction Data
E - As-Built Modeling
F - Content Creation
H - Calculation Mentality
H - Calculation Mentality
4
3
BIM Maturity
1
A - Physical Accuracy of
Model
B- IPD Methodology G - Location AwarenessC- FM Data Richness D - Construction Data E - As-Built Modeling F - Content Creation
2
Working Towards BIM=
BIM Score Between 13-
18Certified BIM=
BIM Score Between 0-
12
Category
A - Physical Accuracy of Model
B- IPD Methodology
Ideal=
BIM Score Between 19-
24= Silver
BIM Score Between 25-
28= Gold
BIM Score Between 29-
32
BIM Proficiency Matrix(BPM)Key Concepts
Evaluation Tool for BIM Proficiency in marketplace
Communicates Owner intent regarding BIM objectives
One piece of Selection Criteria
Dynamic / Evaluative Tool
Will adjust as Industry maturesSimplified MatrixEnhanced Matrix
Adaptable to Project Needs
Section 2Measuring Market Capabilities -
Pre-Selection
BPM Demonstration
BIM Proficiency Matrix(BPM)
Section 2Measuring Market Capabilities -
Pre-Selection
BIM Execution Plan (BEP)The BIM Execution Plan is used to record the roles, responsibilities and specific tasks of each team member participating in the BIM model for the purpose of the design and construction of a given project. The BEP is a required contract document.
Section 3 Recording Roles & Responsibilities
Post-Selection
By signature below, this BIM Execution Plan is herewith adopted and incorporated into the Agreement , dated _________, for Professional Design Services between __________ and Indiana University. Indiana University Date Architect Date Construction Manager Date Civil Engineer Date Structural Engineer Date Mechanical Engineer Date Electrical Engineer Date Plumbing Engineer Date Additional Party as Needed Date
Additional Party as Needed Date
BIM Execution Plan
BIM Execution Plan (BEP)
BEP Defines Roles & Responsibilities for all team regarding Model deliverable
Defines Energy Modeling Process per Guideline Requirements
Defines Collision Reporting Framework
Defines COBIE Design Data Requirements
Defines Information Manager Role as Architect - Model Manager Role required in each project
Establishes Data Needs for future IU FM use
BEP Template Provided by IU - Completion by Design Team - within 30 days of selection
BEP Becomes an Integral Part of Construction Bid Documents - Defines Contractor Roles / Responsibilities regarding completed project model.
Section 3 Recording Roles & Responsibilities
Post-Selection
BEP Demonstration
BIM Execution Plan(BEP)
Section 3 Recording Roles & Responsibilities
Post-Selection
Integrated Project Delivery Process Plan (IPD)Section 3
Recording Roles & Responsibilities
Post-Selection
I. Overview
The intent of this IPD Process Proposal is to formalize a desire to see higher levels of integration within the design and construction process than traditional methods of design have historically produced. Filling out a BIM Execution Plan is the hard evidence of an underlying philosophy or approach to a team of professionals working in as integrated manner as the contract process will allow (Design / Bid / Build or Design / Build). While there are certain levels of integration implied by the BEP, the actual methods of integrating a design team are not. To that end, briefly explain your philosophy (individual or team) of Integrated Project Delivery. Criteria that will be used to evaluate the response may include but may not be limited to:
1. Description of role of the Owner in the Integrated Process approach.
2. Describe the use of integrated Planning Methodologies such as Reverse Phase Scheduling in the Design Phase. Other Integrated or collaborative Planning and Design methodologies that your firm has employed to support a more integrative approach.
3. Outline the approach to an Integrative Design approach that supports LEED Silver of higher certification qualities and performance. If actual Silver Certificate is part of deliverables, please identify person(s) responsible in BEP.
It should be noted that IPD is as much a philosophy as a formalized method or approach. IPD mandates the advancement of more information of higher quality earlier in the process, resulting in a less linear approach to analysis and resolution than traditional methods have previously delivered. How is your assembled team or how do you as a key member of the team see the approach to this project occurring in support of higher levels of integrated thinking and response?
By signature below, this IPD Process Proposal is herewith adopted and incorporated into the Agreement, dated _________, for Professional Design Services between __________ and Indiana University. Indiana University Date Architect Date
IPD Process Proposal
The IPD Plan documents the proposed method(s) the design team (including the Owner) will utilize to demonstrate increased integration of the design and construction processes from design concept through project completion. The IPD Plan is a required contract document.
RELATIONSHIP
SOFT
PERFORMANCE
HARD
Programming Design Bid/Build Occupancy
AS-BUILT
REVIT As-Built Model
NAVISWORKS Model
Rev
it C
aptu
re 1
Estim
ate
1
Estim
ate
2
Estim
ate
3
Estim
ate
4A/E Contractor Owner
Rev
it C
aptu
re 4
FM USE
Rev
it C
aptu
re 2
Rev
it C
aptu
re 3
REVITMODEL(DESIGN TEAM)
APP
RO
VED
CO
NC
PT
IPD Process Model(Integrated Project Delivery)
Section 3 Recording Roles & Responsibilities
Post-Selection
Integrated Project Delivery Process Plan (IPD)
A C C E F I K M O S P
Reverse Phase Scheduling
Section 3 Recording Roles & Responsibilities
Post-Selection
Critical Path ModelingSection 3 Recording Roles & Responsibilities
Post-Selection
IU ProjectDox Required
IU requires Navisworks in Construction
Clash Detection / Coordination Posted on scheduled basis per BEP (recommended bi-weekly)
Post to ProjectDox site
Integrate with Revit model throughout construction - see BEP
Supported (enforced) by IU Project Team
Section 3 Recording Roles & Responsibilities
Post-Selection
Proof of clash detection required for release to go to Bid Process
Reports shall be included in Bid Document information
Frequency / Scope of Collision reporting defined in BEP
Clash Detection in Design does NOT eliminate same requirement in construction.
Proof of Clash DetectionDesign Phase
Section 4 Collision Reporting / Clash Detection
Post-Selection
Clash detection in construction required - resolutions captured on ProjectDox and in REVIT
Scan data transfer into or linked to Revit Model by Architect, Contractor or 3rd Party source - scope frequency defined in BEP
Concurrent As-Built Documents Mandated - methodology at Contractor Discretion
Proof of Clash Detection - Construction Phase
Section 4 Collision Reporting / Clash Detection
Post-Selection
Concurrent As-Built Documentation
Key ConceptRecord Documents by Architect by Contract to include:
O&M and As-built Documents by Contractor by contract
Phased Laser Scan of Completed Disciplines (See BEP for Scope)
Electronic submissions - all types: ASI’s, CO’s, Shop / fabrication drawings req’d. transfer to ProjectDox and/or Revit Model by Architect, Contractor or 3rd Party source.
2D hard copy file
Section 4 Collision Reporting / Clash Detection
Post-Selection
Web InformationSources
www.indiana.edu/~uao/iubim.html
Thank You
Any Questions?
www.shp.com
Autodesk
Avatech Solutions
SHP Leading Design- BIM Consulting
LEED Accreditation Test Training
Revit Modeling All Disciplines
BIM / IPD Planning / Execution - (Architecture and/or Construction)
BIM Design / Construction RequirementsTransition Resources